See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37328 | Advisory (Plan) | $20,436 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP Service code 64 6455 IRVINE RETIREMENT PLAN SERVICE · IRVINE, CA 92618 | Recordkeeping Fees | $8,069 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,673 | $81,248+111.3% | $155,509+10.4% | $80,856+112.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.46% | 33.31%-19.9pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,157 | $3,100+66.3% | $4,672+10.4% | $2,755+87.2% |
| Participant deferral / active EE | $4,611 | $3,452+33.6% | $5,626-18.1% | $4,296+7.3% |
| Admin fee / account holder | $5,072 | $7,997-36.6% | $15,912-68.1% | $6,918-26.7% |